Lone Pine
AMAT · Computer chips

Applied Materials

Makes the machines used to build computer chips.
New: first time
Lone Pine bought Applied Materials for the first time between April and June: 1.2 million shares, worth about $873 million. That’s already $5 of every $100 they have in stocks — their 5th-biggest bet.
Mar 31
None
Jun 30
1,207,737

The numbers

Shares they own
1,207,737
Value on Jun 30, 2026
$873,193,851
about $873 million
Share of their money
5.3%
$5 of every $100 · 5th of 34
Price per share on Jun 30
$723.00
Kind
Shares
More about Applied Materials
The value uses the price on Jun 30, 2026. The fund may have paid a different price.
Not investment advice. Holdings come from public SEC reports and the funds’ own letters, and can be up to 4½ months old. How this works